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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,627 | $95,917-93.1% | $79,583-91.7% | $134,545-95.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -14.79% | -2.70%-12.1pp | 0.16%-15.0pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,483 | $3,129-20.6% | $2,414+2.9% | $4,742-47.6% |
| Participant deferral / active EE | $3,591 | $4,694-23.5% | $3,986-9.9% | $6,401-43.9% |
| Admin fee / account holder | $16,499 | $9,132+80.7% | $6,835+141.4% | $11,431+44.3% |